GOLDEN FINANCIAL SERVICES

Overview

Golden Financial Services is an independent, sole-proprietor registered investment adviser that serves individual and family clients with a mix of advisory and insurance services. The firm emphasizes discretionary portfolio management and financial planning for individuals and small businesses, and it also provides selection-of-other-advisers services. As a licensed insurance broker, the firm integrates insurance products into client plans and uses annuities as a complementary investment/insurance vehicle. The firm operates as a capital allocator — deploying client capital across public equity strategies and selectively using outside managers or solutions where appropriate. Fee arrangements include a percentage of AUM plus the ability to charge hourly or fixed fees, which supports both ongoing portfolio relationships and project-based planning engagements. The adviser is not active on ESG investing and does not report multi-state adviser status. Its business mix blends traditional advisory portfolio management with insurance distribution and financial planning.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices